See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,496 | $76,000+46.7% | $154,107-27.7% | $64,186+73.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.96% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $6,195 | $3,351+84.9% | $5,298+16.9% | $2,381+160.2% |
| Participant deferral / active EE | $8,552 | $3,175+169.4% | $5,081+68.3% | $3,470+146.5% |
| Admin fee / account holder | $4,313 | $5,596-22.9% | $13,411-67.8% | $4,888-11.8% |